Personlized Solutions for Every Client

Valarie, our intake specialist is here to help you with all of your needs. Just give her a call.

800-279-5807

Retirement

  • Medicare Insurance
  • Social Security Election
  • Income Needs Projection

Pre-planning

  • Long Term Care
  • Estate Planning
  • Asset Protection
  • Insurance

Estate Planning

  • Medicaid and VA Benefits
  • Choosing a Long-Term Facility
  • Stretching Your Assets

Reviews

Bryce Johnson, Lehi

“Utah Senior Planning was informative, professional and prompt at helping us through a difficult situation. I would recommend them to anyone looking for help through a similar situation.”

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Aliece Hackney, Layton

“Without the help of Utah Senior Planning, we would still be struggling with the paperwork for Medicaid…It is such a relief to have this team, that knows exactly what to do. Everyone there was such a help and is still working with us.”

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H. Webb Family, Bountiful

“[Utah Senior Planning] goes above and beyond what is required in such a nice way. No wonder [they’re] appreciated, well liked and admired.”

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Ed Sweeney, Salt Lake City

“Very professional. All of my questions were answered. Staff were easy to work with and very informative.”

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Senior Planning, Veterans Benefits, Estate Planning, & More

Utah Senior Planning doesn’t have to be a nightmare. Finding a trustworthy team of responsible attorneys and financial planners can be a Godsend when it comes to dealing with one of the most important parts of your life: Your future. It’s not just about your finances, but your health as well. Whether you have been an active duty veteran looking for veterans benefits, or are planning your estate to help pass along the hard work you have done to another generation, Utah Senior Planning can help you.

Utah Senior Planning: From Health to Finances

As your neighbors here in Utah, we know the hard work our Seniors have put in, the fights they have made to help change their family trees, and the love they have for their families. That is why we are dedicated to providing a better future to the Greatest Generation to ever live, with every interaction we have with them.

This includes:

  • Estate Planning
  • Medicaid Eligibility & Application
  • Veterans Benefits
  • Financial Planning
  • And much, much more.

Don’t wait any longer. Call Utah Senior Planning today and learn how to protect your future, your health, and your family tree. You won’t regret you did.